See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $9,501 |
Filed as: CBIZ MHM, LLC Service code 10 · EIN 34-1846498 | Accounting | $7,854 |
WITHUMSMITH+BROWN, PC4 years Filed as: PARKER, BROWN, MACAULAY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $5,070 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,890 | $91,762+24.1% | $67,502+68.7% | $77,643+46.7% |
| Participation rate | 57.0% | 75.9%-18.9pp | 72.9%-15.9pp | 70.6%-13.6pp |
| Annual return | 13.81% | 14.87%-1.1pp | 3512.12%-3498.3pp | 31.24%-17.4pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,914 | $3,903+51.5% | $4,000+47.8% | $4,647+27.3% |
| Admin fee / account holder | $46 | $176-73.7% | $3,998-98.8% | $430-89.2% |